Sadoff Investment Management

Latest statistics and disclosures from SADOFF INVESTMENT MANAGEMENT's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are YHOO, Actavis, MYL, HD, BMY. These five stock positions account for 24.22% of SADOFF INVESTMENT MANAGEMENT's total stock portfolio.
  • Added to shares of these 10 stocks: Actavis (+$36.68M), MS (+$19.20M), ETFC (+$13.13M), GCI (+$12.81M), T (+$6.61M), ORI (+$6.60M), AB, SCG, ED, XEL.
  • Started 12 new stock positions in GCI, XEL, TRV, SCG, AB, ORI, MS, ETFC, Actavis, TMO. General Motors 8.375 Xxxescrow, T.
  • Reduced shares in these 10 stocks: (-$34.36M), CHS (-$10.91M), INTC (-$10.23M), EMC (-$5.12M), KO, IBM, VIA.B, MYL, MKC, DIS.
  • Sold out of its positions in Actavis, NLY, DIS, IBM, MKC, MCD, PEP, PM.
  • As of Dec. 31, 2013, SADOFF INVESTMENT MANAGEMENT has $721.92M in assets under management (AUM). Assets under management grew from a total value of $611.52M to $721.92M.
  • Independent of market fluctuations, SADOFF INVESTMENT MANAGEMENT was a net buyer by $47.27M worth of stocks in the most recent quarter.

SADOFF INVESTMENT MANAGEMENT portfolio companies for December 2013 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
YHOO Yahoo! 5.78 1031076 40.44 35.27
Actavis 5.08 NEW 218325 168.00 0.00
MYL Mylan 4.67 776615 43.40 50.88
HD Home Depot 4.59 402051 82.34 79.10
BMY Bristol Myers Squibb 4.10 557517 53.15 50.70
NWL Newell Rubbermaid 3.96 +3.00% 882199 32.41 30.47
BAC Bank of America Corporation 3.87 1793028 15.57 16.28
PFE Pfizer 3.84 905943 30.63 30.66
VIA.B Via 3.75 309614 87.34 0.00
XLNX Xilinx 3.75 588847 45.92 47.84
LM Legg Mason 3.63 +3.00% 602337 43.48 46.65
Citi 3.55 +2.00% 492218 52.11 0.00
Directv 3.13 326989 69.06 0.00
DHI D.R. Horton 3.09 +4.00% 1000052 22.32 22.87
EBAY eBay 2.98 392265 54.87 54.68
FITB Fifth Third Ban 2.89 +2.00% 990710 21.03 20.98
TXN Texas Instruments Incorporated 2.86 470975 43.91 48.94
KO Coca-Cola Company 2.74 -15.00% 478001 41.31 40.80
MS Morgan Stanley 2.66 NEW 612400 31.36 31.01
MAS Masco Corporation 2.58 +2.00% 817990 22.77 22.16
CAG ConAgra Foods 2.50 534542 33.70 31.14
FL Foot Locker 2.42 422262 41.44 46.06
TOL Toll Brothers 2.35 +3.00% 458300 37.00 34.31
TWX Time Warner 2.24 231825 69.72 65.99
LLY Eli Lilly & Co. 2.04 288773 51.00 58.21
ADI Analog Devices 1.85 +2.00% 261683 50.93 53.97
ETFC E TRADE Financial Corporation 1.82 NEW 668450 19.64 22.77
GCI Gannett 1.77 NEW 433100 29.58 27.20
BX Blackstone 1.26 289455 31.50 32.26
Hillshire Brands 1.05 227065 33.44 0.00
Duke Energy 1.00 +2.00% 104545 69.01 0.00
T AT&T; 0.92 NEW 188117 35.16 34.69
SO Southern Company 0.92 +2.00% 160893 41.11 45.51
ORI Old Republic International Corporation 0.91 NEW 382050 17.27 16.33
ED Consolidated Edison 0.88 +49.00% 115383 55.28 56.79
AB AllianceBernstein Holding 0.58 NEW 197300 21.34 26.46
SCG SCANA Corporation 0.52 NEW 80161 46.93 52.55
CHS Chico's FAS 0.34 -81.00% 128750 18.84 16.06
XEL Xcel Energy 0.27 NEW 70048 27.94 31.57
INTC Intel Corporation 0.15 -90.00% 42323 25.94 26.86
JNJ Johnson & Johnson 0.06 -23.00% 4945 91.61 99.85
TJX TJX Companies 0.06 -25.00% 6349 63.79 58.44
BRK.B Berkshire Hathaway 0.05 3014 118.45 0.00
WHR Whirlpool Corporation 0.05 2400 156.67 154.22
AAPL Apple 0.05 +13.00% 591 561.76 563.10
BRK.A Berkshire Hathaway 0.05 2 178000.00 0.00
EMC EMC Corporation 0.05 -93.00% 13949 25.16 25.67
FISV Fiserv 0.05 +71.00% 5622 59.05 56.74
Nuveen Insd Dividend Advantage 0.05 -5.00% 27200 12.54 0.00
D Dominion Resources 0.04 +10.00% 4872 64.66 71.28
WEC Wisconsin Energy Corporation 0.04 7531 41.30 47.95
LOW Lowe's Companies 0.04 5216 49.46 46.59
GOOG Google 0.04 281 1121.00 525.50
TRV Travelers Companies 0.03 NEW 2325 90.75 88.65
TMO Thermo Fisher Scientific 0.03 NEW 2157 111.27 115.75
PG Procter & Gamble Company 0.03 -34.00% 2991 81.24 80.85
General Motors 8.375 Xxxescrow 0.00 NEW 15000 0.00 0.00